A Certified Financial Planner™ & Chartered Wealth Manager providing financial advice to US connected families residing in the UK and UK connected families living in the US.

Hi, I’m George.

Proud to be Chartered…

The CFP® certification is the only globally recognised mark of excellence in financial planning and is a degree level qualification. CFP® professionals have proved their extensive theoretical and practical knowledge.

The Chartered Wealth Manager qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality investment management services to clients.

My Approach

I specialise in guiding you through the overwhelming noise of the financial world, helping you concentrate on what truly matters for your investment journey. By looking at your situation in detail, we can ascertain what’s working and where work needs to be done. The process is goal-orientated, making sure your objectives are at the forefront of any planning I suggest, giving you the best chance of living ‘happily ever after’.

What clients are saying

Chris & Paula | UT, USA

“George has always been knowledgeable and helpful, and has always responded quickly to questions. It was invaluable working with him during a difficult financial transition after the loss of my parents”.
Clients since 2021
Katherine | London, UK

“Not only is George a shrewd financial advisor, but he also seems genuinely interested in our personal goals. He helps us live how we want now while keeping us focussed on our longer term plan. We really feel like George is invested in our future and we’re glad to have him along for the ride”.
Client since 2022
Alan & Catherine | PN, USA

“George Fisk is the main reason we switched financial institutions. What continues to impress us is his understanding of both the UK and US financial markets and the various regulations that apply to us now that we are resident in the US. In addition, he takes time to clearly explain the complexities of working across two very different jurisdictions in a way that we can follow and understand.
Clients since 2021
John & Jan | London, UK

“George has always kept us updated on all aspects of the financial world and how our portfolio is progressing. We truly appreciate George’s personal approach, attention to detail and proactive mindset. Our finances have never been in better hands! Always a please to see him!”
Clients since 2014